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Home > Subjects > FPC009 – Complex Financial Planning
Complex Financial Planning focuses on integrating theory and knowledge in series of case studies involving complex financial planning scenarios.
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STUDY MODE
100% online
AQF LEVEL
9
NEXT INTAKE
28 Oct 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
This subject focuses on integrating theory and knowledge in series of case studies involving complex financial planning scenarios. The subject exposes students to client portfolios with advanced investment strategies as well as client scenarios where a combination of strategies may be required to appropriately address complex financial planning requirements. Students will follow a fictitious case study to apply their understanding of advice methodologies when analysing client data, gathering file notes and preparing and presenting a Statement of Advice (‘SoA’).
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On successful completion of this subject, individuals should be able to:
Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.
There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice, FPC004 Insurance Advice, FPC005 Estate and Succession Planning, FPC006 Taxation for Financial Planning, FPC007B Client Engagement Skills and FPC008 Investment Advice, or understand the content covered in those subjects, prior to undertaking FPC009 Complex Financial Planning.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects:
29 Jul 2024 - 15 Nov 2024
❌ Enrolments now closed
Early access opens 29 July 2024
Early access to assessments 12 August 2024
Study period commences 26 August 2024
Enrolments close/census 11 September 2024
Study period ends 15 November 2024
Assessment dates See assessment information
30 Sep 2024 - 17 Jan 2025
✓ Enrolments open now
Early access opens 30 September 2024
Early access to assessments 14 October 2024
Study period commences 28 October 2024
Enrolments close/census 13 November 2024
Study period ends 17 January 2025
16 Dec 2024 - 4 Apr 2025
Early access opens 16 December 2024
Early access to assessments 30 December 2024
Study period commences 13 January 2025
Enrolments close/census 29 January 2025
Study period ends 4 April 2025
10 Feb 2025 - 30 May 2025
Early access opens 10 February 2025
Early access to assessments 24 February 2025
Study period commences 10 March 2025
Enrolments close/census 26 March 2025
Study period ends 30 May 2025
7 Apr 2025 - 25 Jul 2025
Early access opens 7 April 2025
Early access to assessments 21 April 2025
Study period commences 5 May 2025
Enrolments close/census 21 May 2025
Study period ends 25 July 2025
2 Jun 2025 - 19 Sep 2025
Early access opens 2 June 2025
Early access to assessments 16 June 2025
Study period commences 30 June 2025
Enrolments close/census 16 July 2025
Study period ends 19 September 2025
Note: If this subject is undertaken as a standalone subject, no FEE-HELP is available.
FEE-HELP is available for individuals undertaking this subject as part of a qualification. Click here to find out if you’re eligible.
Click here for a full list of fees and allowances.
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